ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 349 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $529 | -1.7% | 11,408 | -1.0% | 0.09% | +1.1% |
| Q2 2023 | $538 | +3.3% | 11,528 | +4.3% | 0.09% | -2.1% |
| Q1 2023 | $521 | -1.5% | 11,054 | -2.9% | 0.10% | -7.8% |
| Q4 2022 | $529 | -100.0% | 11,385 | -89.7% | 0.10% | -90.7% |
| Q3 2022 | $5,091,000 | -36.9% | 110,423 | -35.2% | 1.10% | -32.7% |
| Q2 2022 | $8,072,000 | +108.7% | 170,288 | +113.4% | 1.64% | +117.2% |
| Q1 2022 | $3,867,000 | – | 79,791 | – | 0.75% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 575,285 | $29,379,000 | 22.89% |
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 723,797 | $36,964,000 | 14.67% |
| Old North State Trust, LLC | 315,716 | $16,124,000 | 14.37% |
| Klaas Financial Asset Advisors, LLC | 1,132,457 | $57,835,000 | 14.11% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 370,479 | $18,920,000 | 14.03% |
| Wilshire Advisors LLC | 101,857 | $5,202,000 | 13.85% |
| Prosperity Planning, Inc. | 476,736 | $24,347,000 | 13.28% |
| Campbell Wealth Management | 1,467,934 | $74,967,000 | 10.04% |
| Hudson Capital Management LLC | 426,906 | $21,802,000 | 8.73% |
| Courage Miller Partners, LLC | 410,648 | $20,972,000 | 8.43% |